Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.11%
2 FBT 3.41%
3 EASI 2.69%
4 FTXH 2.29%
5 JSMD 2.26%
6 GNRX 2.22%
7 RSPH 1.90%
8 AIEQ 1.71%
9 HTEC 1.71%
10 BBH 1.66%
11 SAEF 1.61%
12 HELX 1.45%
13 RYH 1.44%
14 BMED 1.39%
15 EQUL 1.21%
16 WTV 1.05%
17 SMCO 1.01%
18 PSET 1.00%
19 SZNE 0.94%
20 IBB 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.11M (12.58%) -53.45K
Decreased by -0.88%
Mar 31, 25
2 Wellington Management Company LLP 4.29M (8.83%) 208.59K
Increased by +4.87%
Mar 31, 25
3 BlackRock Inc 3.67M (7.56%) -561.35K
Decreased by -15.29%
Mar 31, 25
4 UBS Group AG 2.39M (4.93%) 2.06M
Increased by +85.97%
Mar 31, 25
5 State Street Corporation 2.09M (4.31%) 34.33K
Increased by +1.64%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.95M (4.02%) 144.73K
Increased by +7.42%
Mar 31, 25
7 State Street Corp 1.90M (3.92%) -278.81K
Decreased by -14.65%
Mar 31, 25
8 Allspring Global Investments Holdings, LLC 1.77M (3.66%) -33.40K
Decreased by -1.88%
Mar 31, 25
9 Geode Capital Management, LLC 1.26M (2.60%) 30.45K
Increased by +2.41%
Mar 31, 25
10 Impactive Capital LP 1.21M (2.50%) 9.20K
Increased by +0.76%
Mar 31, 25
11 Amvescap Plc. 1.11M (2.28%) 74.18K
Increased by +6.69%
Mar 31, 25
12 Ariel Investments, LLC 1.10M (2.27%) 33.45K
Increased by +3.04%
Mar 31, 25
13 Meritage Group LP 1.07M (2.21%) -111.05K
Decreased by -10.34%
Dec 31, 24
14 Earnest Partners LLC 1.00M (2.07%) 22.45K
Increased by +2.24%
Mar 31, 25
15 Eminence Capital LLC 1.00M (2.07%) 1.00M
Increased by +100.00%
Sep 30, 24
16 Mackenzie Investments 1.00M (2.07%) -951.20K
Decreased by -94.84%
Mar 31, 25
17 Goldman Sachs Group Inc 997.49K (2.06%) 800.76K
Increased by +80.28%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 963.55K (1.99%) 93.43K
Increased by +9.70%
Jun 30, 24
19 FMR Inc 905.36K (1.87%) 13.03K
Increased by +1.44%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 862.25K (1.78%) 198.75K
Increased by +23.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 1.80M (3.71%) -197.57K
Decreased by -10.97%
Jun 30, 25
2 Allspring Mid Value SMA 1.77M (3.65%) 1.77M
Increased by +99.99%
Jun 30, 25
3 Allspring Special Mid Cap Value Inst 1.77M (3.65%) 0.00
Increased by 0.00%
Jun 30, 25
4 Allspring Special US Mid Cap Value Eq 1.77M (3.65%) 298.60K
Increased by +16.86%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.64M (3.38%) 1.14K
Increased by +0.07%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.58M (3.26%) -59.76K
Decreased by -3.78%
Jun 30, 25
7 Vanguard Institutional 500 Index Trust 1.45M (3.00%) 9.27K
Increased by +0.64%
May 31, 25
8 Vanguard 500 Index Investor 1.39M (2.87%) -60.16K
Decreased by -4.31%
Jun 30, 25
9 Vanguard Small Cap Index 1.20M (2.47%) -89.84K
Decreased by -7.49%
Jun 30, 25
10 Vanguard Windsor Investor Shares 1.00M (2.06%) 109.50K
Increased by +10.95%
Jun 30, 25
11 Invesco S&P 500® Equal Weight ETF 934.98K (1.93%) 264.00
Increased by +0.03%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 765.76K (1.58%) -63.53K
Decreased by -8.30%
Jun 30, 25
13 Oakmark Select Investor 678.00K (1.40%) 678.00K
Increased by +100.00%
Jun 30, 25
14 SPDR® S&P 500 ETF 636.44K (1.31%) -9.30K
Decreased by -1.46%
Mar 31, 25
15 Fidelity 500 Index 622.33K (1.28%) -22.72K
Decreased by -3.65%
Jun 30, 25
16 SPDR® S&P 500® ETF Trust 619.61K (1.28%) -3.24K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 600.84K (1.24%) -1.29K
Decreased by -0.21%
Apr 30, 24
18 Fidelity® 500 Index 597.45K (1.23%) 3.80K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF 597.18K (1.23%) -2.49K
Decreased by -0.42%
Jul 31, 25
20 iShares Core S&P 500 ETF 584.05K (1.20%) -58.00
Decreased by -0.01%
Jul 30, 25